Anic Equity¶
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Total return since start: 0.587 %¶
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Equity now: -----------------------------> 48486.85 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 44424.7 Kr¶
PnL: ---------------------------------------> -631.3 Kr¶
DD now: ---------------------------------> -8.723 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-07 12:56:03.332736'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.660000 | 1617.660000 | 148.660000 | 10.120000 | 1468.999998 |
| Hexatronic Group | 12 | 6.980000 | 1066.800000 | 99.800000 | 10.320000 | 966.999996 |
| VEF | 909 | 4.170000 | 1907.080000 | 57.080000 | 3.090000 | 1850.000436 |
| Hoist Finance | 35 | 0.860000 | 1022.000000 | 42.000000 | 4.290000 | 980.000000 |
| OX2 | 13 | 0.540000 | 976.950000 | 26.950000 | 2.840000 | 949.999999 |
| INVISIO | 16 | 1.530000 | 3712.000000 | 23.000000 | 0.620000 | 3689.000000 |
| Atrium Ljungberg B | 5 | -1.970000 | 946.000000 | 11.000000 | 1.180000 | 935.000000 |
| Clas Ohlson B | 12 | 5.540000 | 983.400000 | 10.400000 | 1.070000 | 972.999996 |
| BioGaia B | 8 | 3.160000 | 940.000000 | 10.000000 | 1.080000 | 930.000000 |
| Gränges | 9 | 2.360000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| HEXPOL B | 9 | 1.780000 | 1026.900000 | 5.900000 | 0.580000 | 1020.999996 |
| Sagax B | 4 | 0.470000 | 859.600000 | 5.600000 | 0.660000 | 854.000000 |
| JM | 6 | -0.550000 | 867.600000 | 3.600000 | 0.420000 | 864.000000 |
| Sagax A | 4 | 0.470000 | 856.000000 | 2.000000 | 0.230000 | 854.000000 |
| Catena | 2 | -1.460000 | 785.600000 | -6.400000 | -0.810000 | 792.000000 |
| Bilia A | 8 | 1.280000 | 889.600000 | -10.400000 | -1.160000 | 900.000000 |
| Byggmax Group | 33 | 2.580000 | 944.460000 | -11.540000 | -1.210000 | 956.000001 |
| AcadeMedia | 8 | -3.400000 | 386.400000 | -15.600000 | -3.880000 | 402.000000 |
| Biotage | 7 | -1.130000 | 919.100000 | -21.900000 | -2.330000 | 940.999997 |
| SKF B | 5 | 1.920000 | 917.500000 | -22.500000 | -2.390000 | 940.000000 |
| Addnode Group B | 11 | 2.190000 | 898.150000 | -22.850000 | -2.480000 | 921.000003 |
| Creaspac SPAC | 39 | 0.210000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| ASSA ABLOY B | 3 | -0.280000 | 750.900000 | -28.100000 | -3.610000 | 779.000001 |
| EQT | 4 | 0.760000 | 799.200000 | -32.800000 | -3.940000 | 832.000000 |
| Alimak Group | 11 | 0.870000 | 891.000000 | -37.000000 | -3.990000 | 927.999996 |
| Latour B | 4 | 1.290000 | 816.400000 | -40.600000 | -4.740000 | 857.000000 |
| Nordic Waterproofing Holding | 7 | -0.900000 | 925.400000 | -41.600000 | -4.300000 | 966.999999 |
| Bufab | 3 | 2.780000 | 1063.800000 | -45.200000 | -4.080000 | 1109.000001 |
| Platzer Fastigheter Holding B | 12 | 0.000000 | 908.400000 | -52.600000 | -5.470000 | 960.999996 |
| Vitec Software Group B | 2 | 1.570000 | 1033.000000 | -54.000000 | -4.970000 | 1087.000000 |
| Indutrade | 5 | 0.560000 | 1159.500000 | -58.500000 | -4.800000 | 1218.000000 |
| Orrön Energy | 180 | 0.460000 | 1961.100000 | -81.900000 | -4.010000 | 2043.000000 |
| Sedana Medical | 93 | 0.850000 | 2416.140000 | -104.860000 | -4.160000 | 2521.000011 |
| BHG Group | 97 | -0.300000 | 1288.160000 | -170.840000 | -11.710000 | 1458.999989 |
| Hexagon B | 26 | 0.240000 | 3257.800000 | -203.200000 | -5.870000 | 3461.000010 |
| TOTAL | 44424.700000 | -631.300000 | -8.72265% | 45056.000411 |
Updated:¶
'2023-07-07 12:56:21.609665'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
